Summit Global Investments, LLC
Summit Global Investments, LLC (CRD# 157091) is a financial advisory firm headquartered in Bountiful, UT. They manage $2,028,895,819 in 6,110 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management2,029MILLION
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Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Sharalee Pederson (CRD# 4555843) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 6 years of experience in the finance industry.
Aash Shah (CRD# 6765639) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.
Kristi Sorensen (CRD# 4767491) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.
Lance Spencer (CRD# 1981961) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has over 34 years of experience in the finance industry.
Bryce Sutton (CRD# 2789705) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 27 years of experience in the finance industry.
Richard Thawley (CRD# 5770192) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 10 years of experience in the finance industry.
Trevor Thompson (CRD# 5200814) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 17 years of experience in the finance industry.
Terry Wengert (CRD# 2569257) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has over 29 years of experience in the finance industry.
Justin Wheeler (CRD# 5975345) is an Investment Advisor Representative working at Summit Global Investments, LLC in Centerville, OH and has over 12 years of experience in the finance industry.
Jody Wilson (CRD# 4483236) is an Investment Advisor Representative working at Summit Global Investments, LLC in Carbondale, CO and has over 22 years of experience in the finance industry.